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Fix plot look when using eval and add query to choices #3881

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merged 5 commits into from
Jan 6, 2023
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montezdesousa
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Description

Fixes #3838

Screenshot 2023-01-06 at 15 45 32
nance/OpenBBTerminal/issues/3838

Test:
economy
fred SOFR,AMERIBOR
eval spread=SOFR-AMERIBOR
plot spread

  • Summary of the change / bug fix.
  • Link # issue, if applicable.
  • Screenshot of the feature or the bug before/after fix, if applicable.
  • Relevant motivation and context.
  • List any dependencies that are required for this change.

How has this been tested?

  • Please describe the tests that you ran to verify your changes.
  • Provide instructions so we can reproduce.
  • Please also list any relevant details for your test configuration.
  • Make sure affected commands still run in terminal
  • Ensure the SDK still works
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  • I have performed a self-review of my own code.
  • I have commented my code, particularly in hard-to-understand areas.

@montezdesousa montezdesousa added the bug Fix bug label Jan 6, 2023
@reviewpad reviewpad bot added the feat XS Extra small feature label Jan 6, 2023
@montezdesousa montezdesousa requested a review from jmaslek January 6, 2023 15:48
@reviewpad reviewpad bot added feat S Small T-Shirt size Feature and removed feat XS Extra small feature labels Jan 6, 2023
@montezdesousa montezdesousa added the do not merge Label to prevent pull request merge label Jan 6, 2023
@jmaslek
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jmaslek commented Jan 6, 2023

kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

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jmaslek commented Jan 6, 2023

kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

actually this won't work because macro has mixed cases. Should have a uniform way of doing these,

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This does fix the bug. The feature itself has a lot more that could be improved (looks at who wrote feature - jk its perfect)

@montezdesousa
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kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

actually this won't work because macro has mixed cases. Should have a uniform way of doing these,

what's the case where it does not work?

@jmaslek
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jmaslek commented Jan 6, 2023

kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

actually this won't work because macro has mixed cases. Should have a uniform way of doing these,

what's the case where it does not work?

So if you just do macro gdp, the macro will have column: united_states_GDP. (note doing eval newCol=united_states_GDP*SOFR wont work because of mismatched indices), but we should be case insensitive

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montezdesousa commented Jan 6, 2023

This does fix the bug. The feature itself has a lot more that could be improved (looks at who wrote feature - jk its perfect)

I actually found another unrelated bug while running the integration test script. So if you load the same macro or fred series twice it was concatenating both instead of replacing the oldest. That was blocking qa menu afterwards. Just updated this PR with the fix

@montezdesousa montezdesousa removed the do not merge Label to prevent pull request merge label Jan 6, 2023
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montezdesousa commented Jan 6, 2023

kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

actually this won't work because macro has mixed cases. Should have a uniform way of doing these,

what's the case where it does not work?

So if you just do macro gdp, the macro will have column: united_states_GDP. (note doing eval newCol=united_states_GDP*SOFR wont work because of mismatched indices), but we should be case insensitive

got it, so we either block the user if not perfect match between indices, or we can merge (inner) the indices and apply the eval transform on the overlap of both series only

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jmaslek commented Jan 6, 2023

kind of out of scope, but eval spread=sofr-ameribor doesn't work because it expects a match on capital SOFR. Should we make the query upper case?

actually this won't work because macro has mixed cases. Should have a uniform way of doing these,

what's the case where it does not work?

So if you just do macro gdp, the macro will have column: united_states_GDP. (note doing eval newCol=united_states_GDP*SOFR wont work because of mismatched indices), but we should be case insensitive

got it, so we either block the user if not perfect match between indices, or we can merge (inner) the indices and apply the eval transform on the overlap of both series only

Yeah. Right now I think I just loop through each dictionary and concat dfs to create a giant df, so it probably breaks at that stage. So improving that could be a future step. But also outside the scope of this bug/pr.

The breaking I am more interested in is the capitalization. ALso outside the scope here.

@jmaslek jmaslek merged commit 80dfd9a into main Jan 6, 2023
@jmaslek jmaslek deleted the fix_evalplot branch January 6, 2023 21:34
luqmanbello added a commit that referenced this pull request Jan 9, 2023
* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>
luqmanbello added a commit that referenced this pull request Jan 9, 2023
* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>
luqmanbello added a commit that referenced this pull request Jan 9, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
luqmanbello added a commit that referenced this pull request Jan 10, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 10, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 10, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
montezdesousa added a commit that referenced this pull request Jan 11, 2023
* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
montezdesousa added a commit that referenced this pull request Jan 11, 2023
* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 12, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 12, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 12, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>
jmaslek added a commit that referenced this pull request Jan 12, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 13, 2023
* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
jmaslek added a commit that referenced this pull request Jan 16, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 16, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 16, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 16, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek pushed a commit that referenced this pull request Jan 18, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 19, 2023
* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
jmaslek added a commit that referenced this pull request Jan 19, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: [email protected] <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
jmaslek added a commit that referenced this pull request Jan 19, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adds filings function

* Updates test_print_help.txt

* Adds new filings function to SDK documentation.

* updates Stocks Menu screenshot to include `filings`

* updating unit testing

* requested changes

* more changes

* black

* removed a trail here that should have stayed local

* adds export flag

* correction

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
luqmanbello added a commit that referenced this pull request Jan 22, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* GH Pages fix

* Minor fix

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
hjoaquim added a commit that referenced this pull request Jan 24, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
deeleeramone pushed a commit to deeleeramone/OpenBBTerminal that referenced this pull request Jan 26, 2023
* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881) (OpenBB-finance#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (OpenBB-finance#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (OpenBB-finance#3900)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881) (OpenBB-finance#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (OpenBB-finance#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (OpenBB-finance#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (OpenBB-finance#3906)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (OpenBB-finance#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (OpenBB-finance#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (OpenBB-finance#3913)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (OpenBB-finance#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (OpenBB-finance#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (OpenBB-finance#3914) (OpenBB-finance#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (OpenBB-finance#3920)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (OpenBB-finance#3888)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (OpenBB-finance#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (OpenBB-finance#3922)

* Hotfix/dots sources (OpenBB-finance#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (OpenBB-finance#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a.

* Update dependencies

* Rebase develop? (OpenBB-finance#3935)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (OpenBB-finance#3903)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (OpenBB-finance#3889)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue OpenBB-finance#3882 Fixed (OpenBB-finance#3885)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue OpenBB-finance#3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (OpenBB-finance#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (OpenBB-finance#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (OpenBB-finance#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (OpenBB-finance#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (OpenBB-finance#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close OpenBB-finance#3865 (OpenBB-finance#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (OpenBB-finance#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (OpenBB-finance#3979)

* Gitflow -  Added manual trigger to Linting (OpenBB-finance#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (OpenBB-finance#3984)

Linting fix

* Feature/macro convert (OpenBB-finance#3924)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue OpenBB-finance#3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (OpenBB-finance#3956)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (OpenBB-finance#3955)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (OpenBB-finance#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (OpenBB-finance#3970)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (OpenBB-finance#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (OpenBB-finance#3985)

* Fix the news command and making it more stable (OpenBB-finance#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug OpenBB-finance#3945 (OpenBB-finance#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix OpenBB-finance#3787 (OpenBB-finance#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (OpenBB-finance#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (OpenBB-finance#3998)

* release branch gitflow implentation

* Fix integration tests bugs (OpenBB-finance#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (OpenBB-finance#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (OpenBB-finance#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (OpenBB-finance#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (OpenBB-finance#4010)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
jmaslek pushed a commit that referenced this pull request Jan 27, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
JerBouma pushed a commit that referenced this pull request Jan 30, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
jmaslek added a commit that referenced this pull request Jan 31, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 31, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
jmaslek added a commit that referenced this pull request Jan 31, 2023
* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* merge the release changes into develop (#4016)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: [email protected] <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Adds filings function to the Stocks menu (#3910)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adds filings function

* Updates test_print_help.txt

* Adds new filings function to SDK documentation.

* updates Stocks Menu screenshot to include `filings`

* updating unit testing

* requested changes

* more changes

* black

* removed a trail here that should have stayed local

* adds export flag

* correction

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

Co-authored-by: James Maslek <[email protected]>

* Hotfix --> develop (#4027)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* GH Pages fix

* Minor fix

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* Add back pull request to linting action (#4032)

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <[email protected]>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Hotfix/fix integration tests (#4025)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

* timeout reddit func

* fix interest

* black

* pylint

* pylint again

* back to timeout

* rewind

* deprecate pushshift api commands

* rewrite expected

Co-authored-by: James Maslek <[email protected]>

* Feature/release branch gitflow (#4034)

* release branch gitflow

* installer test

* Revert intel build fix

* poetry install

* Mac build poetry fix

* Poetry cache clear

* Poetry fix

* Added cancel

* Minor fix

* Github Pages fix

* GH page fix

* Added condition to docker publish

* Fix nightly build

* Added hotfix to integration test and build gh run

* Minor fix

* Edit trigger for integration test

* minor corrections

Co-authored-by: James Maslek <[email protected]>

* Remove hotfix branch from triggers (#4048)

* Refactor `stocks/options/voi,vol,oi,chains` (#4017)

* Copy paste all the sheet names (#4035)

* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <[email protected]>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: teh_coderer <[email protected]>

* Upgrade dependencies for bug and for security vulnerabilities. (#4031)

* bump

* Resolve multiple safety checks.  Update thepassiveinvestor

* fix conda yml

* `openbb.economy.fred_ids` to always return dataframe (#4058)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Refactor requests throughout (#4033)

* bump

* Initial function write

* Delete this line from yaml

* Changed all the main things - Need help on tests

* pylint errors

* Tests v0

* Tests v1

* Tests v2

---------

Co-authored-by: andrewkenreich <[email protected]>

* Bumping yfinance to 0.2.9 and updating ruff (#4059)

* Clarifies the Balance example by including, `timeframe = '2021'` (#4072)

Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned.

* Fix incorrect column label in nasdaq_model.py (#4063)

* Fix incorrect column label in nasdaq_model.py

'Time (GMT)' changed to 'Time (ET)'

* Update tests

---------

Co-authored-by: petycomppety <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* fix uk daily data (#4078)

Co-authored-by: James Maslek <[email protected]>

* Nightly Build Optimization (#4073)

Optimize nightly build

* Add keywords and descriptions (#4052)

Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update the routine, portfolio and screener files and adjust the documentation (#4021)

* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

Co-authored-by: James Maslek <[email protected]>

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Lets release babyyyy

* logging hash

* Fix yf bug for options and update tests

* update windows build to checkout code

* switch order

---------

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: teh_coderer <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Peter Oroszvári <[email protected]>
Co-authored-by: petycomppety <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Chavithra added a commit to Chavithra/OpenBBTerminal that referenced this pull request Jan 31, 2023
* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881) (OpenBB-finance#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (OpenBB-finance#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (OpenBB-finance#3900)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881) (OpenBB-finance#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (OpenBB-finance#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (OpenBB-finance#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (OpenBB-finance#3906)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (OpenBB-finance#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (OpenBB-finance#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (OpenBB-finance#3913)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (OpenBB-finance#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (OpenBB-finance#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (OpenBB-finance#3914) (OpenBB-finance#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (OpenBB-finance#3920)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (OpenBB-finance#3888)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (OpenBB-finance#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (OpenBB-finance#3922)

* Hotfix/dots sources (OpenBB-finance#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (OpenBB-finance#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a.

* Update dependencies

* Rebase develop? (OpenBB-finance#3935)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (OpenBB-finance#3903)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (OpenBB-finance#3889)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue OpenBB-finance#3882 Fixed (OpenBB-finance#3885)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue OpenBB-finance#3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (OpenBB-finance#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (OpenBB-finance#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (OpenBB-finance#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (OpenBB-finance#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (OpenBB-finance#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close OpenBB-finance#3865 (OpenBB-finance#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (OpenBB-finance#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (OpenBB-finance#3979)

* Gitflow -  Added manual trigger to Linting (OpenBB-finance#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (OpenBB-finance#3984)

Linting fix

* Feature/macro convert (OpenBB-finance#3924)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue OpenBB-finance#3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (OpenBB-finance#3956)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (OpenBB-finance#3955)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (OpenBB-finance#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (OpenBB-finance#3970)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (OpenBB-finance#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (OpenBB-finance#3985)

* Fix the news command and making it more stable (OpenBB-finance#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug OpenBB-finance#3945 (OpenBB-finance#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix OpenBB-finance#3787 (OpenBB-finance#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (OpenBB-finance#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (OpenBB-finance#3998)

* release branch gitflow implentation

* Fix integration tests bugs (OpenBB-finance#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (OpenBB-finance#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (OpenBB-finance#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (OpenBB-finance#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (OpenBB-finance#4010)

* Fix plot look when using eval and add query to choices (OpenBB-finance#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (OpenBB-finance#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
Chavithra added a commit to Chavithra/OpenBBTerminal that referenced this pull request Jan 31, 2023
* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* merge the release changes into develop (#4016)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: [email protected] <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Adds filings function to the Stocks menu (#3910)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adds filings function

* Updates test_print_help.txt

* Adds new filings function to SDK documentation.

* updates Stocks Menu screenshot to include `filings`

* updating unit testing

* requested changes

* more changes

* black

* removed a trail here that should have stayed local

* adds export flag

* correction

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

Co-authored-by: James Maslek <[email protected]>

* Hotfix --> develop (#4027)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* GH Pages fix

* Minor fix

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* Add back pull request to linting action (#4032)

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <[email protected]>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Hotfix/fix integration tests (#4025)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

* timeout reddit func

* fix interest

* black

* pylint

* pylint again

* back to timeout

* rewind

* deprecate pushshift api commands

* rewrite expected

Co-authored-by: James Maslek <[email protected]>

* Feature/release branch gitflow (#4034)

* release branch gitflow

* installer test

* Revert intel build fix

* poetry install

* Mac build poetry fix

* Poetry cache clear

* Poetry fix

* Added cancel

* Minor fix

* Github Pages fix

* GH page fix

* Added condition to docker publish

* Fix nightly build

* Added hotfix to integration test and build gh run

* Minor fix

* Edit trigger for integration test

* minor corrections

Co-authored-by: James Maslek <[email protected]>

* Remove hotfix branch from triggers (#4048)

* Refactor `stocks/options/voi,vol,oi,chains` (#4017)

* Copy paste all the sheet names (#4035)

* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <[email protected]>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: teh_coderer <[email protected]>

* Upgrade dependencies for bug and for security vulnerabilities. (#4031)

* bump

* Resolve multiple safety checks.  Update thepassiveinvestor

* fix conda yml

* `openbb.economy.fred_ids` to always return dataframe (#4058)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Refactor requests throughout (#4033)

* bump

* Initial function write

* Delete this line from yaml

* Changed all the main things - Need help on tests

* pylint errors

* Tests v0

* Tests v1

* Tests v2

---------

Co-authored-by: andrewkenreich <[email protected]>

* Bumping yfinance to 0.2.9 and updating ruff (#4059)

* Clarifies the Balance example by including, `timeframe = '2021'` (#4072)

Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned.

* Fix incorrect column label in nasdaq_model.py (#4063)

* Fix incorrect column label in nasdaq_model.py

'Time (GMT)' changed to 'Time (ET)'

* Update tests

---------

Co-authored-by: petycomppety <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* fix uk daily data (#4078)

Co-authored-by: James Maslek <[email protected]>

* Nightly Build Optimization (#4073)

Optimize nightly build

* Add keywords and descriptions (#4052)

Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update the routine, portfolio and screener files and adjust the documentation (#4021)

* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

Co-authored-by: James Maslek <[email protected]>

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f4c91115f081efb823cea214b9b6cc7.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Lets release babyyyy

* logging hash

* Fix yf bug for options and update tests

* update windows build to checkout code

* switch order

---------

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: teh_coderer <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Peter Oroszvári <[email protected]>
Co-authored-by: petycomppety <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
JerBouma pushed a commit that referenced this pull request Feb 1, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
JerBouma pushed a commit that referenced this pull request Feb 1, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
hjoaquim added a commit that referenced this pull request Feb 1, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* black everything

---------
hjoaquim added a commit that referenced this pull request Feb 1, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* fix spacing on balance command

---------
jmaslek added a commit that referenced this pull request Feb 1, 2023
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* GH Pages fix (#4026)

* GH Pages fix

* Minor fix

* Update showcase.md

* Release/2.3.0 (#4090)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* merge the release changes into develop (#4016)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: [email protected] <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Adds filings function to the Stocks menu (#3910)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adds filings function

* Updates test_print_help.txt

* Adds new filings function to SDK documentation.

* updates Stocks Menu screenshot to include `filings`

* updating unit testing

* requested changes

* more changes

* black

* removed a trail here that should have stayed local

* adds export flag

* correction

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

Co-authored-by: James Maslek <[email protected]>

* Hotfix --> develop (#4027)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

Co-authored-by: montezdesousa <[email protected]>

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: james <[email protected]>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

Co-authored-by: James Maslek <[email protected]>

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

Co-authored-by: montezdesousa <[email protected]>

* Last Price Bug into Previous Close #3865 (#3949)

Co-authored-by: James Maslek <[email protected]>

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

Co-authored-by: James Maslek <[email protected]>

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update vwap.md (#3971)

Co-authored-by: James Maslek <[email protected]>

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

Co-authored-by: James Maslek <[email protected]>

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

Co-authored-by: James Maslek <[email protected]>

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <[email protected]>

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

Co-authored-by: James Maslek <[email protected]>

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <[email protected]>

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: [email protected] <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* GH Pages fix

* Minor fix

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Chavithra PARANA <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: Rob-Rychs <[email protected]>
Co-authored-by: Mert Nuhuz <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Bongani Bendile <[email protected]>
Co-authored-by: Sergio A. S <[email protected]>
Co-authored-by: northern-64bit <[email protected]>
Co-authored-by: martinb-bb <[email protected]>

* Add back pull request to linting action (#4032)

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <[email protected]>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Hotfix/fix integration tests (#4025)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that…
JerBouma added a commit that referenced this pull request Feb 6, 2023
…u less reliant on Yahoo Finance (#4055)

* I missed some sheet_name ones :)

* Move quote to main menu and combine yahoo finance commands

* Update stocks for quote

* First update to move yfinance away from main functionality

* Small updates

* Update tests to reflect changes

* Fix some little things

* Update docs a little too

* Remove the Due Diligence menu

* Update tests for new change

* Update fa and stocks with new text and move some stuff around

* Bye bye dd

* Pls work

* work..

* work..

* work..

* Work..|

* Add tests back in

* Remove tests

* Fix fix fix

* Remove tests to fix conflicts

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

Co-authored-by: James Maslek <[email protected]>

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf31.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* Update tests to reflect changes

* work..

* Remove tests

* Fix fix fix

* Remove tests

* Update the whole test folder

* Small updates

* Revert change

* Update eodhd to reflect it requires a paid plan and update tests

* Fix all the tests

* Update tests

* Update integration tests

* Removing tests so no whining happens

* ADD ALL THE TESTS

* Fix linting

* gitignore.  thanks jer

* Add back dd and redirect to fa

* Update to just display a message

* Update OpenBB SDK commands

* Fixing issues with exporting

* Fix ruff messing up

* Fix tests

* Fix the tests by disabling isort to run on tests folder

---------

Co-authored-by: Jeroen Bouma <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Colin Delahunty <[email protected]>
Co-authored-by: teh_coderer <[email protected]>
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[Bug] Economy/Eval - Using plot for the results from eval is messed up, but the exported file is fine.
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